PWCM
Processus Wealth & Capital Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.72M | Buy |
50,861
+84
| +0.2% | +$11.1K | 5.31% | 5 |
|
|
2025
Q1 | $6.4M | Buy |
50,777
+1,125
| +2% | +$142K | 5.45% | 5 |
|
|
2024
Q4 | $6.42M | Buy |
49,652
+1,185
| +2% | +$153K | 5.12% | 5 |
|
|
2024
Q3 | $6.41M | Buy |
48,467
+125
| +0.3% | +$16.5K | 5.28% | 5 |
|
|
2024
Q2 | $5.84M | Buy |
48,342
+536
| +1% | +$64.7K | 4.84% | 5 |
|
|
2024
Q1 | $5.99M | Buy |
47,806
+9,758
| +26% | +$1.22M | 5.31% | 4 |
|
|
2023
Q4 | $4.42M | Buy |
+38,048
| New | +$4.42M | 4.42% | 5 |
|